Latest Institutional Transactions on Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 Value E (SPYV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.67K+ 116.16% |
$296K - $314K
|
10.6K
$593K
|
|
|
Nov 06, 2025
Q3 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
40.4K+ 162.59% |
$2.11M - $2.23M
|
65.2K
$3.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
37+ 0.47% |
$1.93K - $2.05K
|
7.96K
$447K
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
27.4KNew |
$1.43M - $1.51M
|
27.4K
$1.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-809- 1.12% |
$42.2K - $44.8K
|
71.6K
$4.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-2.29K- 0.43% |
$119K - $127K
|
536K
$30.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-11.7K- 14.57% |
$608K - $646K
|
68.4K
$3.84M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94.8K+ 3.96% |
$4.94M - $5.25M
|
2.49M
$140M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
20.1K+ 3.88% |
$1.05M - $1.11M
|
538K
$30.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-56.8K- 60.08% |
$2.96M - $3.14M
|
37.7K
$2.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
169+ 0.47% |
$8.81K - $9.35K
|
35.8K
$2.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
29.2K+ 16.9% |
$1.52M - $1.62M
|
202K
$11.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.7KNew |
$245K - $260K
|
4.7K
$264K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.9K+ 15.44% |
$570K - $606K
|
81.8K
$4.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
49.7K+ 8.12% |
$2.59M - $2.75M
|
661K
$37.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.3K+ 1.09% |
$276K - $293K
|
493K
$27.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
312+ 1.47% |
$16.3K - $17.3K
|
21.6K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.03K+ 1.89% |
$106K - $113K
|
110K
$6.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.25K- 3.36% |
$117K - $125K
|
64.9K
$3.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.65K- 31.36% |
$86.1K - $91.3K
|
3.61K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
21.7K+ 30.6% |
$1.13M - $1.2M
|
92.4K
$5.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5.74K+ 100.14% |
$299K - $318K
|
11.5K
$644K
|
|
|
Nov 05, 2025
Q3 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.13K+ 1.1% |
$58.8K - $62.5K
|
104K
$5.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
197+ 3.87% |
$10.3K - $10.9K
|
5.28K
$297K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20.4K+ 112.93% |
$1.06M - $1.13M
|
38.5K
$2.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.5K- 0.97% |
$77.9K - $82.7K
|
152K
$8.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
47.6K+ 28.61% |
$2.48M - $2.63M
|
214K
$12M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
10.4K+ 2.47% |
$544K - $577K
|
433K
$24.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
48+ 0.33% |
$2.5K - $2.66K
|
14.7K
$826K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.85K+ 48.68% |
$357K - $379K
|
20.9K
$1.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
128K+ 179.0% |
$6.69M - $7.11M
|
200K
$11.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.85K- 27.76% |
$96.4K - $102K
|
4.82K
$270K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
112New |
$5.84K - $6.2K
|
112
$6.29K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.59K- 8.32% |
$239K - $254K
|
50.6K
$2.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.3K+ 10.74% |
$591K - $628K
|
117K
$6.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
9.83K+ 29.95% |
$512K - $544K
|
42.7K
$2.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
672K+ 4545.73% |
$35M - $37.2M
|
687K
$38.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
1.77K+ 36.54% |
$92K - $97.7K
|
6.6K
$371K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.28KNew |
$275K - $292K
|
5.28K
$296K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-28- 0.11% |
$1.46K - $1.55K
|
25.2K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-40- 32.0% |
$2.08K - $2.21K
|
85
$4.77K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.49K+ 7.28% |
$77.6K - $82.4K
|
22K
$1.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.31K+ 14.79% |
$277K - $294K
|
41.2K
$2.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-52- 1.23% |
$2.71K - $2.88K
|
4.19K
$235K
|
|
|
Nov 04, 2025
Q3 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
9.14K+ 29.65% |
$476K - $506K
|
40K
$2.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
876+ 0.59% |
$45.7K - $48.5K
|
149K
$8.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
17.1KNew |
$893K - $949K
|
17.1K
$963K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.38K+ 2.83% |
$176K - $187K
|
123K
$6.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
207+ 0.9% |
$10.8K - $11.5K
|
23.2K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.13K+ 1.25% |
$163K - $173K
|
254K
$14.3M
|
|